Allworth Financial’s Alexandria Real Estate Equities ARE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Buy |
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|
2025
Q1 | $40.4K | Sell |
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|
2024
Q4 | $54K | Buy |
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|
2024
Q3 | $56.3K | Sell |
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|
2024
Q2 | $68.9K | Buy |
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|
2024
Q1 | $56K | Buy |
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|
2023
Q4 | $54.3K | Buy |
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|
2023
Q3 | $17.9K | Buy |
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|
2023
Q2 | $18.1K | Buy |
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|
2023
Q1 | $19.3K | Sell |
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|
2022
Q4 | $670K | Sell |
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|
2022
Q3 | $749K | Buy |
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|
2022
Q2 | $546K | Sell |
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|
2022
Q1 | $833K | Buy |
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|
2021
Q4 | $887K | Sell |
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|
2021
Q3 | $789K | Buy |
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|
2018
Q2 | – | Hold |
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|
2018
Q1 | – | Hold |
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|
2017
Q4 | – | Hold |
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